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Rise Advisors’s Dollar General DG Stock Holding History

Rise Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-276
Closed -$28.6K – 458
2025
Q3 		$28.6K Buy
276
+5
+2% +$548 0.01% 395
2025
Q2 		$31K Sell
271
-18
-6% -$1.79K 0.01% 331
2025
Q1 		$25.5K Buy
289
+21
+8% +$1.59K 0.01% 385
2024
Q4 		$20.3K Sell
268
-156
-37% -$12.3K 0.01% 643
2024
Q3 		$35.8K Sell
424
-249
-37% -$27.3K 0.02% 327
2024
Q2 		$89K Sell
673
-27
-4% -$3.77K 0.05% 161
2024
Q1 		$109K Buy
700
+90
+15% +$12.8K 0.06% 144
2023
Q4 		$83K Sell
610
-80
-12% -$9.7K 0.06% 116
2023
Q3 		$73K Sell
690
-302
-30% -$45K 0.06% 110
2023
Q2 		$168K Sell
992
-20
-2% -$3.96K 0.13% 73
2023
Q1 		$213K Sell
1,012
-228
-18% -$51.2K 0.16% 62
2022
Q4 		$305K Sell
1,240
-9
-0.7% -$2.23K 0.25% 47
2022
Q3 		$300K Buy
1,249
+94
+8% +$23.2K 0.25% 47
2022
Q2 		$283K Sell
1,155
-32
-3% -$7.47K 0.29% 46
2022
Q1 		$264K Sell
1,187
-71
-6% -$15.1K 0.24% 55
2021
Q4 		$297K Buy
+1,258
New +$278K 0.28% 49

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Rise Advisors's DG Position: Q4 2025 in Review

Rise Advisors sold out of Dollar General (DG) in Q4 2025, closing a stake of 276 shares — an estimated $28.6K sold.

Rise Advisors first reported a position in DG in Q4 2021 and held it in 16 quarters. The position peaked at $305K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Rise Advisors reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 276 Dollar General shares in Q4 2025, an estimated $28.6K.
  • Rise Advisors first reported a position in Dollar General in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Dollar General position peaked at $305K in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.